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Tag: management

AGENCY MERGER? BEWARE E&O ISSUES

From The Latest Issue

AGENCY MERGER? BEWARE E&O ISSUES

January 30, 2026

Find the measurable benefits of taking a data-first approach to integration By Ilya Filipov Traditionally, errors and omissions (E&O) exposure ...

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DELIVERING TRANSPARENCY AND GROWTH

From The Latest Issue

DELIVERING TRANSPARENCY AND GROWTH

January 30, 2026

Harnessing AI to parse billions of data points and deliver fast, accurate pricing By Lori Widmer For Handl Health, the ...

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BUILDING CREDIBILITY

From The Latest Issue

BUILDING CREDIBILITY

February 3, 2026

Establishing your reputation at 25 in an industry dominated by 55-year-olds By Jeremy T. Wittenbaum How old is your insurance ...

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GUIDING THROUGH COMPLEXITY

From The Latest Issue

GUIDING THROUGH COMPLEXITY

December 30, 2025

How independent agents give clients an insurance edge By Mike Skiados, MBA, CAE Insurance can be overwhelming, especially in today’s ...

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UNDER THE HOOD OF YOUR AGENCY’S BANKING

From The Latest Issue

UNDER THE HOOD OF YOUR AGENCY’S BANKING

December 30, 2025

What every insurance principal must know about premium trust accounts By Patti Smith Running a successful independent insurance agency requires ...

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©The Rough Notes Company. No part of this publication may be reproduced, translated, stored in a database or retrieval system, or transmitted in any form by electronic, mechanical, photocopying, recording, or by other means, except as expressly permitted by the publisher. For permission contact Samuel W. Berman.

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By continuing to browse the site, you agree to the data collection and processing practices disclosed in our recently updated privacy policy.

©The Rough Notes Company. No part of this publication may be reproduced, translated, stored in a database or retrieval system, or transmitted in any form by electronic, mechanical, photocopying, recording, or by other means, except as expressly permitted by the publisher. For permission contact Samuel W. Berman.

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